Zynergy Retirement Planning
GLD icon

Zynergy Retirement Planning’s SPDR Gold Trust GLD Stock Holding History

Zynergy Retirement Planning’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326K Sell
855
-25
-3% -$9.8K 0.17% 22
2026
Q2 		$324K Sell
880
-9
-1% -$3.73K 0.18% 22
2026
Q1 		$383K Sell
889
-28
-3% -$12.5K 0.23% 20
2025
Q4 		$363K Sell
917
-44
-5% -$16.8K 0.22% 20
2025
Q3 		$342K Sell
961
-31
-3% -$9.9K 0.22% 23
2025
Q2 		$302K Sell
992
-738
-43% -$223K 0.2% 22
2025
Q1 		$419K Sell
1,730
-383
-18% -$101K 0.3% 18
2024
Q4 		$514K Hold
2,113
– – 0.36% 17
2024
Q3 		$514K Buy
2,113
+307
+17% +$70.3K 0.36% 17
2024
Q2 		$388K Buy
+1,806
New +$391K 0.3% 20

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Zynergy Retirement Planning's GLD Position: Q3 2026 in Review

Zynergy Retirement Planning reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q3 2026, selling an estimated $9.8K and leaving 855 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #22.

Zynergy Retirement Planning first reported a position in GLD in Q2 2024 and has held it in 10 quarters since. The position peaked at $514K in Q4 2024. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Zynergy Retirement Planning held 855 shares of SPDR Gold Trust worth $326K as of Q3 2026.
  • Zynergy Retirement Planning sold 25 SPDR Gold Trust shares in Q3 2026, an estimated $9.8K.
  • SPDR Gold Trust made up 0.17% of Zynergy Retirement Planning's portfolio in Q3 2026, its #22 holding.
  • Zynergy Retirement Planning first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 10 quarters since.
  • Zynergy Retirement Planning's SPDR Gold Trust position peaked at $514K in Q4 2024.
  • 2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Zynergy Retirement Planning's 13F filing for Q3 2026, filed 8 Oct 2026.